Posts tagged Value Pickr
Cupid Ltd – Helping the world play safe! (03-12-2015)
@Ishank Plz give the source. any information, update??
Cupid Ltd – Helping the world play safe! (03-12-2015)
Cupid female condom got approval from Zimbabwe, potentially a large market, today.
Aditya Birla Nuvo – Special Situation (03-12-2015)
AB Nuvo sells 23% in Life insurance business for ~Rs.1600 crores which translates to a value of Rs.5000 Crores for AB Nuvo’s holding of 74% in Birla Sun Life. I had initially valued that at Rs.1500 Crores in my conservative estimate.
http://www.freepressjournal.in/ab-nuvo-sells-23-in-insurance-venture-to-sun-life-for-rs-1664-cr/
As each of the pieces get carved out and valued, I see a good opportunity for a 20-30% upside over the next year in the stock.
Emmbi Industries – Boring name. boring business (03-12-2015)
wAS VERY ATTRACTIVE sub 25 levels .. must have loaded more ..
tHanks for pointing that @hitesh2710 bhai ..
Risk would be :
No moat. A stronger player [ TATA / RELIANCE] can come up with a much superior and larger pdn line any time .
Emmbi Industries – Boring name. boring business (03-12-2015)
rejinoldo,
Please put up any risk factors u can think about to make this discussion a balanced one.
rgds
hitesh.
Emmbi Industries – Boring name. boring business (03-12-2015)
The article doesn’t mention that promoters were involved and the fine was on Keynote Commodities and not on the promoters.
I did start to have a look at this company at 19 Rs odd. I haven’t looked at it in detail, and it ran up too fast before I could devote more time to find out more about the company. I was more comfortable at Rs. 19-20 odd levels for such a small company, but later when it shot up I didn’t have enough liquidity so gave up researching.
I am putting up links to some videos that I had seen online. Promoters are first generation entrepreneurs and looks like they come from a humble background. It is very pre-mature to pass a verdict on promoters but I had liked what I started seeing (if it was so easy to form impressions just on the basis of videos 
)
The industry that they are into looked boring and also looked like the product is commoditised in nature and can be produced by any new player. There are some other small companies that are also listed on exchanges and produce similar/same products. I think in the un-organised sector also there may be many manufacturers of this product.
Please Note – I have put up video links just on an FYI basis for members who maybe interested in this company. I don’t have a view on this company as haven’t researched it in detail.
Kind Regards.
Cupid Ltd – Helping the world play safe! (03-12-2015)
True Santosh.
Disc: I sold half my holding today cause of over valuation (IMHO).
Cupid Ltd – Helping the world play safe! (03-12-2015)
Guys,
Dont you think it is getting overheated, it looks beyond re rating. Even if one take Rs16 EPS in FY 16, it is trading beyond 30 PE already. Although earning visibility is strong, but I guess it needs to consolidate for some time, other wise this steep rise can also lead to small investors getting trap in momentum like always.
Stock has risen 990 % now in last one year 